Position in CALM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$18,996
-$184,489 QoQ
Shares Held
240
-93.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CALM Over Time
Shares Held
Position Value (USD)
Position in Farm Products
Consumer Defensive · as of Mar 31, 2026Strategic Wealth Partners, Ltd. holds $200,699 across 3 Farm Products names. CALM ranks #3 (9.5% of the industry book) .
All Filings in CALM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,996 | 240 | Shares | Sole | 2026-05-12 | |
| 2022-03-31 | $203,485 | 3,685 | Shares | Sole | 2022-05-19 | |
| No filing history on record for this holder in this stock. | ||||||